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In Word, when creating proposals, it's common to mistakenly use the old customer's name instead of the new one after saving a similar document. To avoid this issue, utilize Word's Fields feature. Instead of manually replacing names, create a custom field for the customer's name. To do this, navigate to File > Info > Properties > Advanced Properties and add a new field labeled "customer name." Whenever you need to insert the customer's name in your proposal, go to Insert > Quick Parts > Fields to easily select and insert the correct name, helping to prevent errors in your documents.
